Mowery & Schoenfeld Wealth Management, LLC
Position in STE — STERIS plc
CIK 2019946
LINCOLNSHIRE, IL
Position in STE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,843
-$242 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#752
of 822 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $275,708 across 7 Medical Devices names. STE ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
2,320 | $99,017 | |
| 2 | SYK |
Stryker Corp
|
215 | $67,690 | |
| 3 | ABT |
Abbott Laboratories
|
572 | $51,903 | |
| 4 | MOBI |
Mobia Medical, Inc.
|
3,250 | $43,550 | |
| 5 | STE |
STERIS plc
This page
|
23 | $4,843 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
71 | $4,544 | |
| 7 | EW |
Edwards Lifesciences Corp
|
46 | $4,161 |
All Filings in STE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,843 | 23 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,085 | 23 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $5,691 | 23 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,525 | 23 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,212 | 23 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $7,811 | 38 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,578 | 23 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,049 | 23 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,404 | 113 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $25,722 | 117 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||